August 12th, 2020
The People BEHIND the Figures Matter the Most:
Building long-term strategies to meet your needs for the years (and decades) to come.
In 1996, Joan became a 76-year old widow. At the time her two sons lived in the GTA, so she was completely alone; and fortunately, she came to us.
With a long-term strategy in mind, we developed an investment plan that consolidated the various holdings (housed at multiple banks) she shared with her late husband, in order to provide her with an income that would meet her day-to-day needs over the course of the upcoming years.
Since the moment that Joan became a client, we have revisited her plan on a regular basis to ensure that it continues match her circumstances – and as the decades go by, we continue to make adjustments as needed.
Through careful planning and consistent review (combined with our help, guidance and direction), Joan has been retired and living comfortably for 20+ years.
Joan turned 100 in May; and although she has lived in a nursing home in Toronto for many years now, I still make the drive from North Bay to see her at least annually.
Due to the onset of COVID this Spring, I was unable to share my best wishes for her 100th Birthday in person; but I was able to do so over the phone, which was the next best thing – and all of us at Spire Advisors hold her close to our hearts while we wish her all the best until we can meet again!
If this story resonates with you, then come to us for a personalized, long-term strategy that we will follow and monitor closely to help you maintain a comfortable lifestyle. Like Joan, you will see how easy it can be; and the benefits you will receive (along with the peace of mind) are priceless.
- Ian Jenner Senior Financial Advisor
Spire Advisors of Assante Capital Management Ltd. / North Bay
*The case study mentioned in this article is based on actual scenarios but names and identifying details have been changed to protect the privacy of individuals. The case study is provided for illustrative purposes only to provide an example of our process and methodology. Past performance does not guarantee future results. The results portrayed in this case study are not representative of all of our clients’ experiences. Different types of investments involve varying degrees of risk, and actual results may vary materially than those portrayed herein. Therefore, it should not be assumed that the future results of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken in this article) will be profitable or equal the results portrayed herein. An individual’s experience may vary based on his or her individual circumstances and current/future market conditions, and there can be no assurance that any client will achieve similar results in comparable situations. The information contained herein should not be construed as personalized investment advice. Please contact us for additional information with respect to the strategies and/or investments described herein.
*Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see a professional advisor for individual financial advice based on your personal circumstances.